# How to integrate Dynamics365 MCP with Claude Code ```json { "title": "How to integrate Dynamics365 MCP with Claude Code", "toolkit": "Dynamics365", "toolkit_slug": "dynamics365", "framework": "Claude Code", "framework_slug": "claude-code", "url": "https://composio.dev/toolkits/dynamics365/framework/claude-code", "markdown_url": "https://composio.dev/toolkits/dynamics365/framework/claude-code.md", "updated_at": "2026-05-12T10:10:01.360Z" } ``` ## Introduction Manage your Dynamics365 directly from Claude Code with zero worries about OAuth hassles, API-breaking issues, or reliability and security concerns. You can do this in two different ways: - Via [Composio Connect](https://dashboard.composio.dev/login?utm_source=toolkits&utm_medium=framework_template&utm_campaign=claude-code&utm_content=composio_connect&next=%2F~%2Forg%2Fconnect%2Fclients%2Fclaude-code) - Direct and easiest approach - Via [Composio SDK](https://docs.composio.dev/docs?utm_source=toolkits&utm_medium=framework_template&utm_campaign=claude-code&utm_content=composio_sdk) - Programmatic approach with more control ## Also integrate Dynamics365 with - [ChatGPT](https://composio.dev/toolkits/dynamics365/framework/chatgpt) - [OpenAI Agents SDK](https://composio.dev/toolkits/dynamics365/framework/open-ai-agents-sdk) - [Claude Agent SDK](https://composio.dev/toolkits/dynamics365/framework/claude-agents-sdk) - [Claude Cowork](https://composio.dev/toolkits/dynamics365/framework/claude-cowork) - [Codex](https://composio.dev/toolkits/dynamics365/framework/codex) - [Cursor](https://composio.dev/toolkits/dynamics365/framework/cursor) - [VS Code](https://composio.dev/toolkits/dynamics365/framework/vscode) - [OpenCode](https://composio.dev/toolkits/dynamics365/framework/opencode) - [OpenClaw](https://composio.dev/toolkits/dynamics365/framework/openclaw) - [Hermes](https://composio.dev/toolkits/dynamics365/framework/hermes-agent) - [CLI](https://composio.dev/toolkits/dynamics365/framework/cli) - [Google ADK](https://composio.dev/toolkits/dynamics365/framework/google-adk) - [LangChain](https://composio.dev/toolkits/dynamics365/framework/langchain) - [Vercel AI SDK](https://composio.dev/toolkits/dynamics365/framework/ai-sdk) - [Mastra AI](https://composio.dev/toolkits/dynamics365/framework/mastra-ai) - [LlamaIndex](https://composio.dev/toolkits/dynamics365/framework/llama-index) - [CrewAI](https://composio.dev/toolkits/dynamics365/framework/crew-ai) ## TL;DR - Only one MCP URL to connect multiple apps with Claude Code with zero auth hassles. - Programmatic tool calling allows LLMs to write its code in a remote workbench to handle complex tool chaining. Reduces to-and-fro with LLMs for frequent tool calling. - Handling Large tool responses out of LLM context to minimize context rot. - Dynamic just-in-time access to 20,000 tools across 1000+ other Apps for cross-app workflows. It loads the tools you need, so LLMs aren't overwhelmed by tools you don't need. ## Connect Dynamics365 to Claude Code ### Connecting Dynamics365 to Claude Code using Composio 1. Add the Composio MCP to Claude ```bash claude mcp add --scope user --transport http composio https://connect.composio.dev/mcp ``` ## What is Claude Code? Claude Code is Anthropic's command line developer tool that lets you use Claude directly inside your terminal. Instead of switching between your editor, browser, and chat, you can stay in your project folder and ask Claude to help you build, debug, refactor, and understand code right where you're working. Key features include: - Terminal-Native Experience: Work with Claude directly in your command line without switching contexts - MCP Support: Built-in support for Model Context Protocol servers to extend Claude's capabilities - Project Context: Claude understands your project structure and can read, write, and modify files - Interactive Development: Ask questions, debug code, and get help in real-time while coding - Multi-Platform: Works on macOS, Linux, WSL, and Windows ## What is the Dynamics365 MCP server, and what's possible with it? The Dynamics365 MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Dynamics365 account. It provides structured and secure access to your CRM data, so your agent can perform actions like managing contacts, creating leads, tracking invoices, and automating sales workflows on your behalf. - Automated contact, account, and lead creation: Instantly add new contacts, accounts, or leads to your CRM, ensuring your pipeline stays up to date with zero manual data entry. - Sales opportunity and order management: Let your agent create and update opportunities or sales orders, helping your team stay organized and focused on closing deals. - Invoice and case tracking: Retrieve, create, or manage invoices and cases directly from Dynamics365, streamlining customer service and billing operations. - Real-time CRM record retrieval: Ask your agent to fetch specific leads, invoices, or cases by criteria, so you always have the most relevant customer data at your fingertips. - Seamless workflow automation: Combine multiple actions—like creating a lead, generating an invoice, and opening a case—into a single smooth workflow, all triggered by your agent. ## Supported Tools | Tool slug | Name | Description | |---|---|---| | `DYNAMICS365_DYNAMICSCRM_CREATE_ACCOUNT` | Create Account | Creates a new account entity record in Dynamics CRM using the Web API. | | `DYNAMICS365_DYNAMICSCRM_CREATE_CASE` | Create Case | Creates a new case (incident) entity record in Dynamics CRM using the Web API. | | `DYNAMICS365_DYNAMICSCRM_CREATE_CONTACT` | Create Contact | Creates a new contact entity record in Dynamics CRM using the Web API. | | `DYNAMICS365_DYNAMICSCRM_CREATE_INVOICE` | Create Invoice | Creates a new invoice entity record in Dynamics CRM using the Web API. | | `DYNAMICS365_DYNAMICSCRM_CREATE_LEAD` | Create Lead | Creates a new lead entity record in Dynamics CRM using the Web API. | | `DYNAMICS365_DYNAMICSCRM_CREATE_OPPORTUNITY` | Create Opportunity | Creates a new opportunity entity record in Dynamics CRM using the Web API. Some CRM configurations enforce `estimatedclosedate` and a transaction currency at the server level even though they are schema-optional; omitting them may cause the request to be rejected. | | `DYNAMICS365_DYNAMICSCRM_CREATE_SALES_ORDER` | Create Sales Order | Creates a new sales order entity record in Dynamics CRM using the Web API. | | `DYNAMICS365_DYNAMICSCRM_GET_A_INVOICE` | Dynamicscrm get a invoice | Dynamicscrm get a invoice | | `DYNAMICS365_DYNAMICSCRM_GET_A_LEAD` | Dynamicscrm get a lead | Dynamicscrm get a lead | | `DYNAMICS365_DYNAMICSCRM_GET_ALL_LEADS` | Dynamicscrm get all leads | Dynamicscrm get all leads | | `DYNAMICS365_DYNAMICSCRM_UPDATE_CASE` | Update Case | Updates an existing case (incident) entity record in Dynamics CRM using the Web API. | | `DYNAMICS365_DYNAMICSCRM_UPDATE_INVOICE` | Update Invoice | Updates an existing invoice entity record in Dynamics CRM using the Web API. | | `DYNAMICS365_DYNAMICSCRM_UPDATE_LEAD` | Update Lead | Updates an existing lead entity record in Dynamics CRM using the Web API. | | `DYNAMICS365_DYNAMICSCRM_UPDATE_OPPORTUNITY` | Update Opportunity | Updates an existing opportunity entity record in Dynamics CRM using the Web API. Some updates may be rejected if required relational fields (e.g., transactioncurrency) are absent from the record, even though they are not exposed as explicit parameters. | | `DYNAMICS365_DYNAMICSCRM_UPDATE_SALES_ORDER` | Update Sales Order | Updates an existing sales order entity record in Dynamics CRM using the Web API. | | `DYNAMICS365_DYNAMICS365_GET_ALL_INVOICES_ACTION` | Get all invoices action | Get all invoices action | ## Supported Triggers None listed. ## Creating MCP Server - Stand-alone vs Composio SDK The Dynamics365 MCP server is an implementation of the Model Context Protocol that connects Claude Code (and other AI assistants like Claude and Cursor) directly to your Dynamics365 account. It provides structured and secure access so Claude can perform Dynamics365 operations on your behalf. With Composio's managed implementation, you don't have to create your own developer app. For production, if you're building an end product, we recommend using your own credentials. The managed server helps you prototype fast and go from 0-1 faster. ## Step-by-step Guide ### 1. Prerequisites Before starting, make sure you have: - Claude Pro, Max, or API billing enabled Anthropic account - Composio API Key - A Dynamics365 account - Basic knowledge of Python or TypeScript ### 1. Install Claude Code To install Claude Code, use one of the following methods based on your operating system: ```bash # macOS, Linux, WSL curl -fsSL https://claude.ai/install.sh | bash # Windows PowerShell irm https://claude.ai/install.ps1 | iex # Windows CMD curl -fsSL https://claude.ai/install.cmd -o install.cmd && install.cmd && del install.cmd ``` ### 2. Set up Claude Code Open a terminal, go to your project folder, and start Claude Code: - Claude Code will open in your terminal - Follow the prompts to sign in with your Anthropic account - Complete the authentication flow - Once authenticated, you can start using Claude Code ```bash cd your-project-folder claude ``` ### 3. Set up environment variables Create a .env file in your project root with the following variables: - COMPOSIO_API_KEY authenticates with Composio (get it from [Composio dashboard](https://dashboard.composio.dev/login?utm_source=toolkits&utm_medium=framework_template&utm_campaign=claude-code&utm_content=api_key&next=%2F~%2Forg%2Fconnect%2Fclients%2Fclaude-code)) - USER_ID identifies the user for session management (use any unique identifier) ```bash COMPOSIO_API_KEY=your_composio_api_key_here USER_ID=your_user_id_here ``` ### 4. Install Composio library No description provided. ```python pip install composio-core python-dotenv ``` ```typescript npm install @composio/core dotenv ``` ### 5. Generate Composio MCP URL No description provided. ```python import os from composio import Composio from dotenv import load_dotenv load_dotenv() COMPOSIO_API_KEY = os.getenv("COMPOSIO_API_KEY") USER_ID = os.getenv("USER_ID") composio_client = Composio(api_key=COMPOSIO_API_KEY) composio_session = composio_client.create( user_id=USER_ID, toolkits=["dynamics365"], ) COMPOSIO_MCP_URL = composio_session.mcp.url print(f"MCP URL: {COMPOSIO_MCP_URL}") print(f"\nUse this command to add to Claude Code:") print(f'claude mcp add --transport http dynamics365-composio "{COMPOSIO_MCP_URL}" --headers "X-API-Key:{COMPOSIO_API_KEY}"') ``` ```typescript import 'dotenv/config'; import { Composio } from '@composio/core'; const { COMPOSIO_API_KEY, USER_ID } = process.env; if (!COMPOSIO_API_KEY || !USER_ID) { throw new Error('COMPOSIO_API_KEY and USER_ID required in .env'); } const composioClient = new Composio({ apiKey: COMPOSIO_API_KEY }); const composioSession = await composioClient.create(USER_ID, { toolkits: ['dynamics365'], }); const composioMcpUrl = composioSession?.mcp.url; console.log(`MCP URL: ${composioMcpUrl}`); console.log(`\nUse this command to add to Claude Code:`); console.log(`claude mcp add --transport http dynamics365-composio "${composioMcpUrl}" --headers "X-API-Key:${COMPOSIO_API_KEY}"`); ``` ### 6. Run the script and copy the MCP URL No description provided. ```python python generate_mcp_url.py ``` ```typescript node --loader ts-node/esm generate_mcp_url.ts # or if using tsx tsx generate_mcp_url.ts ``` ### 7. Add Dynamics365 MCP to Claude Code In your terminal, add the MCP server using the command from the previous step. The command format is: - claude mcp add registers a new MCP server with Claude Code - --transport http specifies that this is an HTTP-based MCP server - The server name (dynamics365-composio) is how you'll reference it - The URL points to your Composio Tool Router session - --headers includes your Composio API key for authentication After running the command, close the current Claude Code session and start a new one for the changes to take effect. ```bash claude mcp add --transport http dynamics365-composio "YOUR_MCP_URL_HERE" --headers "X-API-Key:YOUR_COMPOSIO_API_KEY" # Then restart Claude Code exit claude ``` ### 8. Verify the installation Check that your Dynamics365 MCP server is properly configured. - This command lists all MCP servers registered with Claude Code - You should see your dynamics365-composio entry in the list - This confirms that Claude Code can now access Dynamics365 tools If everything is wired up, you should see your dynamics365-composio entry listed: ```bash claude mcp list ``` ### 9. Authenticate Dynamics365 The first time you try to use Dynamics365 tools, you'll be prompted to authenticate. - Claude Code will detect that you need to authenticate with Dynamics365 - It will show you an authentication link - Open the link in your browser (or copy/paste it) - Complete the Dynamics365 authorization flow - Return to the terminal and start using Dynamics365 through Claude Code Once authenticated, you can ask Claude Code to perform Dynamics365 operations in natural language. For example: - "Create a new sales lead for Acme Corp" - "List all open invoices for this quarter" - "Add a support case for a specific customer" ## Complete Code ```python import os from composio import Composio from dotenv import load_dotenv load_dotenv() COMPOSIO_API_KEY = os.getenv("COMPOSIO_API_KEY") USER_ID = os.getenv("USER_ID") composio_client = Composio(api_key=COMPOSIO_API_KEY) composio_session = composio_client.create( user_id=USER_ID, toolkits=["dynamics365"], ) COMPOSIO_MCP_URL = composio_session.mcp.url print(f"MCP URL: {COMPOSIO_MCP_URL}") print(f"\nUse this command to add to Claude Code:") print(f'claude mcp add --transport http dynamics365-composio "{COMPOSIO_MCP_URL}" --headers "X-API-Key:{COMPOSIO_API_KEY}"') ``` ```typescript import 'dotenv/config'; import { Composio } from '@composio/core'; const { COMPOSIO_API_KEY, USER_ID } = process.env; if (!COMPOSIO_API_KEY || !USER_ID) { throw new Error('COMPOSIO_API_KEY and USER_ID required in .env'); } const composioClient = new Composio({ apiKey: COMPOSIO_API_KEY }); const composioSession = await composioClient.create(USER_ID, { toolkits: ['dynamics365'], }); const composioMcpUrl = composioSession?.mcp.url; console.log(`MCP URL: ${composioMcpUrl}`); console.log(`\nUse this command to add to Claude Code:`); console.log(`claude mcp add --transport http dynamics365-composio "${composioMcpUrl}" --headers "X-API-Key:${COMPOSIO_API_KEY}"`); ``` ## Conclusion You've successfully integrated Dynamics365 with Claude Code using Composio's MCP server. Now you can interact with Dynamics365 directly from your terminal using natural language commands. Key features of this setup: - Terminal-native experience without switching contexts - Natural language commands for Dynamics365 operations - Secure authentication through Composio's managed MCP - Tool Router for dynamic tool discovery and execution Next steps: - Try asking Claude Code to perform various Dynamics365 operations - Add more toolkits to your Tool Router session for multi-app workflows - Integrate this setup into your development workflow for increased productivity You can extend this by adding more toolkits, implementing custom workflows, or building automation scripts that leverage Claude Code's capabilities. ## How to build Dynamics365 MCP Agent with another framework - [ChatGPT](https://composio.dev/toolkits/dynamics365/framework/chatgpt) - [OpenAI Agents SDK](https://composio.dev/toolkits/dynamics365/framework/open-ai-agents-sdk) - [Claude Agent SDK](https://composio.dev/toolkits/dynamics365/framework/claude-agents-sdk) - [Claude Cowork](https://composio.dev/toolkits/dynamics365/framework/claude-cowork) - [Codex](https://composio.dev/toolkits/dynamics365/framework/codex) - [Cursor](https://composio.dev/toolkits/dynamics365/framework/cursor) - [VS Code](https://composio.dev/toolkits/dynamics365/framework/vscode) - [OpenCode](https://composio.dev/toolkits/dynamics365/framework/opencode) - [OpenClaw](https://composio.dev/toolkits/dynamics365/framework/openclaw) - [Hermes](https://composio.dev/toolkits/dynamics365/framework/hermes-agent) - [CLI](https://composio.dev/toolkits/dynamics365/framework/cli) - [Google ADK](https://composio.dev/toolkits/dynamics365/framework/google-adk) - [LangChain](https://composio.dev/toolkits/dynamics365/framework/langchain) - [Vercel AI SDK](https://composio.dev/toolkits/dynamics365/framework/ai-sdk) - [Mastra AI](https://composio.dev/toolkits/dynamics365/framework/mastra-ai) - [LlamaIndex](https://composio.dev/toolkits/dynamics365/framework/llama-index) - [CrewAI](https://composio.dev/toolkits/dynamics365/framework/crew-ai) ## Related Toolkits - [Hubspot](https://composio.dev/toolkits/hubspot) - HubSpot is an all-in-one marketing, sales, and customer service platform. It lets teams nurture leads, automate outreach, and track every customer interaction in one place. - [Pipedrive](https://composio.dev/toolkits/pipedrive) - Pipedrive is a sales management platform offering pipeline visualization, lead tracking, and workflow automation. It helps sales teams keep deals moving forward efficiently and never miss a follow-up. - [Salesforce](https://composio.dev/toolkits/salesforce) - Salesforce is a leading CRM platform that helps businesses manage sales, service, and marketing. It centralizes customer data, enabling teams to drive growth and build strong relationships. - [Apollo](https://composio.dev/toolkits/apollo) - Apollo is a CRM and lead generation platform that helps businesses discover contacts and manage sales pipelines. Use it to streamline customer outreach and track your deals from one place. - [Attio](https://composio.dev/toolkits/attio) - Attio is a customizable CRM and workspace for managing your team's relationships and workflows. It helps teams organize contacts, automate tasks, and collaborate more efficiently. - [Acculynx](https://composio.dev/toolkits/acculynx) - AccuLynx is a cloud-based roofing business management software for contractors. It streamlines project tracking, lead management, and document sharing. - [Addressfinder](https://composio.dev/toolkits/addressfinder) - Addressfinder is a data quality platform for verifying addresses, emails, and phone numbers. It helps you ensure accurate customer and contact data every time. - [Affinity](https://composio.dev/toolkits/affinity) - Affinity is a relationship intelligence CRM that helps private capital investors find, manage, and close more deals. It streamlines deal flow and surfaces key connections to help you win opportunities. - [Agencyzoom](https://composio.dev/toolkits/agencyzoom) - AgencyZoom is a sales and performance platform built for P&C insurance agencies. It helps agents boost sales, retain clients, and analyze producer results in one place. - [Bettercontact](https://composio.dev/toolkits/bettercontact) - Bettercontact is a smart contact enrichment tool for finding emails and phone numbers. It helps boost lead generation with automated, waterfall search across multiple sources. - [Blackbaud](https://composio.dev/toolkits/blackbaud) - Blackbaud provides cloud-based software for nonprofits, schools, and healthcare institutions. It streamlines fundraising, donor management, and mission-driven operations. - [Brilliant directories](https://composio.dev/toolkits/brilliant_directories) - Brilliant Directories is an all-in-one platform for building and managing online membership communities and business directories. It streamlines listings, member management, and engagement tools into a single, easy interface. - [Capsule crm](https://composio.dev/toolkits/capsule_crm) - Capsule CRM is a user-friendly CRM platform for managing contacts and sales pipelines. It helps businesses organize relationships and streamline their sales process efficiently. - [Centralstationcrm](https://composio.dev/toolkits/centralstationcrm) - CentralStationCRM is an easy-to-use CRM software focused on collaboration and long-term customer relationships. It helps teams manage contacts, deals, and communications all in one place. - [Clientary](https://composio.dev/toolkits/clientary) - Clientary is a platform for managing clients, invoices, projects, proposals, and more. It streamlines client work and saves you serious admin time. - [Close](https://composio.dev/toolkits/close) - Close is a CRM platform built for sales teams, combining calling, email automation, and predictive dialers. It streamlines sales workflows and boosts productivity with all-in-one communication tools. - [Dropcontact](https://composio.dev/toolkits/dropcontact) - Dropcontact is a B2B email finder and data enrichment service for professionals. It delivers verified email addresses and enriches contact info with up-to-date data. - [Espocrm](https://composio.dev/toolkits/espocrm) - EspoCRM is an open-source web application for managing customer relationships. It helps businesses organize contacts, track leads, and streamline their sales process. - [Fireberry](https://composio.dev/toolkits/fireberry) - Fireberry is a CRM platform that streamlines customer and sales management. It helps businesses organize contacts, automate sales, and integrate with other business tools. - [Firmao](https://composio.dev/toolkits/firmao) - Firmao is a business information platform offering company, industry, and market data. Use it to quickly research firms and gain competitive market insights. ## Frequently Asked Questions ### What are the differences in Tool Router MCP and Dynamics365 MCP? With a standalone Dynamics365 MCP server, the agents and LLMs can only access a fixed set of Dynamics365 tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Dynamics365 and many other apps based on the task at hand, all through a single MCP endpoint. ### Can I use Tool Router MCP with Claude Code? Yes, you can. Claude Code fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Dynamics365 tools. ### Can I manage the permissions and scopes for Dynamics365 while using Tool Router? Yes, absolutely. You can configure which Dynamics365 scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do. ### How safe is my data with Composio Tool Router? All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Dynamics365 data and credentials are handled as safely as possible. --- [See all toolkits](https://composio.dev/toolkits) · [Composio docs](https://docs.composio.dev/llms.txt)